Client Services Executive

Client Services Executive (CSE)

If you think you are the right match for the following opportunity, apply after reading the complete description.

£40,000–£50,000 (DOE) + excellent benefit

sAre you an experienced financial services professional looking to step into a highly respected, fast-paced environment where your work genuinely matters

?
We’re partnering with a leading, independent wealth and investment management business to find a Client Services Executive to join their high-performing Professional Adviser Services team. This is a brilliant opportunity for someone with 10 years’ experience (ideally within an IFA or wealth management setting) who is ready to build deep technical knowledge while supporting a sophisticated client bas

e.
The Opportun

ityThis is not a purely administrative role. You’ll sit at the heart of the business, working closely with front-office teams and acting as a key support to IFAs and intermediari

es.You’ll play a vital role in ensuring seamless service delivery, accurate client administration, and proactive communication across a wide range of client activiti

es.The environment is fast-moving, collaborative and detail-driven — perfect for someone who enjoys being busy, takes pride in accuracy, and thrives under pressu

re.
Key Responsibili

• tiesActing as a key point of contact for IFAs and intermediaries, managing queries via phone and e
• mailSupporting client onboarding processes including KYC and regulatory documenta
• tionPreparing client meeting packs, valuations, and reporting mater
• ialsProcessing client instructions including payments and portfolio-related acti
• vityMaintaining accurate and compliant client records and documenta
• tionLiaising with internal teams including Operations, Compliance, and Data Assur
• anceSupporting wider office coordination, including occasional reception and meeting room manage

ment
Abou

• t You10 years’ experience within financial services (IFA or wealth management highly desir
• able)Confident communicator who enjoys building relationships over the
• phoneHighly organised with strong attention to detail and time management s
• killsComfortable working in a fast-paced, high-volume enviro
• nmentHands-on, proactive, and willing to support across multiple functions when n
• eededExperience using CRM systems (Xplan advantag

eous)
Why

• Apply? xwzovoh Join a highly regarded investment management environment with a strong reputation for service exce
• llenceGain exposure to both portfolio management and financial advisory oper
• ationsDevelop your technical knowledge and build a long-term career in wealth mana
• gementBe part of a supportive, collaborative team that values accountability and

growth
If you’re looking for a role where you can learn, grow, and make an impact from day one, this is an outstanding opportunity to take your next step in financial se